What are the responsibilities and job description for the FP&A (Revenue) Manager position at Exegy?
Description
About Exegy
Exegy is a global leader in intelligent market data, advanced trading systems, and future-proof technology. Exegy serves as a trusted partner to the complete ecosystem of the buy-side, sell-side, exchanges, and financial services technology firms around the globe. Headquartered in St. Louis with regional offices in North America, the UK/Europe and Asia Pacific, Exegy has the global footprint to deliver world-class support and managed services to its customer base of elite financial market participants.
Job Summary
Exegy is seeking an FP&A Manager to join the FP&A team and lead the analysis and reporting of revenue streams in support of its growing organization. The FP&A Manager will be a key member of the finance team, responsible for forecasting and reporting on revenue performance and providing strategic insights to ensure continuous growth. This role partners with cross-functional teams and supports best-in-class financial processes that contribute to Exegy's bottom line.
Responsibilities
About Exegy
Exegy is a global leader in intelligent market data, advanced trading systems, and future-proof technology. Exegy serves as a trusted partner to the complete ecosystem of the buy-side, sell-side, exchanges, and financial services technology firms around the globe. Headquartered in St. Louis with regional offices in North America, the UK/Europe and Asia Pacific, Exegy has the global footprint to deliver world-class support and managed services to its customer base of elite financial market participants.
Job Summary
Exegy is seeking an FP&A Manager to join the FP&A team and lead the analysis and reporting of revenue streams in support of its growing organization. The FP&A Manager will be a key member of the finance team, responsible for forecasting and reporting on revenue performance and providing strategic insights to ensure continuous growth. This role partners with cross-functional teams and supports best-in-class financial processes that contribute to Exegy's bottom line.
Responsibilities
- Support FP&A deliverables for a $100M PE-backed SAAS company
- Lead the preparation, analysis, and distribution of monthly revenue reporting, including product line performance, revenue trends, and variance analysis
- Drive initiatives to optimize revenue by analyzing key drivers such as pricing, customer mix, and product portfolio, and provide actionable recommendations to leadership
- Collaborate with sales and product teams to forecast future revenues, improve accuracy, and develop strategic pricing models based on market trends and sales pipelines
- Develop and refine financial models for revenue forecasting, scenario analysis, sensitivity analysis, and pro forma projections
- Monitor and track key revenue streams, analyzing customer behavior, retention, and lifetime value to identify growth opportunities and mitigate risks
- Support acquisition-related revenue modeling, due diligence, integration activities, and ensure accurate revenue reporting post-acquisition
- Partner with VP FP&A to contribute revenue-related inputs for the annual budget, quarterly forecasts, and long-term financial planning
- Ensure accurate allocation of revenue and margin by product lines and collaborate with cross-functional teams to enhance revenue reporting processes
- Prepare detailed revenue presentations for Board meetings and investors, focusing on performance, growth initiatives, and strategic insights
- Lead efforts to continuously improve revenue reporting accuracy, transparency, and timeliness
- Bachelor’s degree in Finance, Accounting, Business, or a related field; MBA or CPA preferred
- Minimum of 5 years of experience in revenue management, financial analysis, or similar role in a SaaS environment
- Strong proficiency in Excel, PowerPoint, ERP systems (e.g., NetSuite), and financial analysis tools.
- Experience working in a Private Equity-backed or SaaS company is a plus
- Exceptional analytical skills with the ability to translate complex data into actionable insights
- Ability to manage multiple priorities, work independently, and meet tight deadlines
- Excellent communication and presentation skills, with the ability to influence cross-functional stakeholders
- Results-driven and detail-oriented, with a passion for driving financial performance and growth
